State Street Investment Management’s Weekly Economic Perspectives notes strengthening U.S. industrial momentum alongside shifting policy signals globally
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U.S. industrial production rose 2.3% y/y in January—the strongest since 2022—with leading indicators such as new orders pointing higher (p.2).
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Canada’s Q4 GDP declined -0.6% annualized, but domestic demand remained firm, limiting pressure on the BoC.
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Australia’s inflation surprise (3.8% y/y) increases the probability of an RBA hike as energy costs distort near-term prints.
Is the industrial upswing durable—or vulnerable to renewed energy and policy shocks? The full commentary explores the balance.
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